Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.21B
AUM Growth
+$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$24.9M
3
+$22.8M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$21.7M
5
MSFT icon
Microsoft
MSFT
+$18.8M

Top Sells

1
+$32.7M
2
+$18M
3
+$8.05M
4
AMGN icon
Amgen
AMGN
+$6.9M
5
JETS icon
US Global Jets ETF
JETS
+$6.82M

Sector Composition

1 Technology 16.68%
2 Consumer Discretionary 5.39%
3 Communication Services 4.19%
4 Healthcare 4.02%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.86M 0.05%
19,696
+1,610
152
$4.82M 0.05%
31,562
+3,935
153
$4.79M 0.05%
46,419
+789
154
$4.73M 0.05%
7,257
+294
155
$4.71M 0.05%
119,408
+2,014
156
$4.62M 0.05%
99,676
+8,482
157
$4.47M 0.05%
16,903
-2,469
158
$4.4M 0.05%
37,524
+8,179
159
$4.34M 0.05%
72,275
-5,565
160
$4.24M 0.05%
13,228
+291
161
$4.17M 0.05%
25,045
+4,398
162
$4.14M 0.05%
36,132
+1,430
163
$4.03M 0.04%
23,307
+1,778
164
$3.98M 0.04%
42,789
+9,183
165
$3.98M 0.04%
18,561
+2,303
166
$3.83M 0.04%
68,671
-5,300
167
$3.82M 0.04%
14,787
+1,972
168
$3.81M 0.04%
9,832
+452
169
$3.79M 0.04%
188,457
+867
170
$3.78M 0.04%
74,980
+1,894
171
$3.77M 0.04%
77,245
+13,885
172
$3.7M 0.04%
18,390
+1,804
173
$3.7M 0.04%
58,829
+1,994
174
$3.69M 0.04%
81,266
+2,853
175
$3.63M 0.04%
31,341
-1,564
5 6
7
8 9